Firm profile

OSBORNE PARTNERS

SAN FRANCISCO, CACRD 108100Latest ADV April 6, 2026

Osborne Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 6, 2026, reports $2.7B in regulatory assets under management, 18 employees, 1 office, and 2,125 accounts.

Assets Under Management
$2.7B
Employees
18
Offices
1 office
Total Clients
734
Primary office
SAN FRANCISCO, CA
ONE EMBARCADERO CENTER, STE 4100, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOChristy J. Fabian
COOSonia J. Von Berg
CIOJustin W. Mcnichols

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 58.3% of total clients.
Top client categories% of clientsClients
1
HNWI
58.3%
428
2
Individuals
37.6%
276
3
Charitable
2.5%
18
4
Corporations
0.7%
5
5
Pension Plans
0.5%
4
Categories with <5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.7Bas of April 6, 2026
Discretionary98.4%
$2.6B
98% of total RAUM98.4%
Non-discretionary1.6%
$42M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$2.7B
Total Accounts2,125
10Y AUM Change+$1.3B (+92.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees18
Clients per Employee41:1
10Y Employee Change-6 (-25.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.